Staff Salesforce Business Analyst

Overview

Join TriNet's Technology team as a hands-on Staff Salesforce Business Analyst. Partner with Marketing, Sales, Finance, and Operations to define the Salesforce roadmap and deliver scalable, compliant solutions across Salesforce CRM, Agentforce, and CPQ.

What you'll do

• Drive the full lifecycle of Salesforce projects through discovery, proof of concept, story creation, prioritization, testing, release, and adoption.
• Conduct stakeholder interviews and workshops and perform process analysis to identify business needs and opportunities.
• Design and validate solution prototypes to demonstrate feasibility and value.
• Translate requirements into detailed user stories, acceptance criteria, and process maps.
• Prioritize the backlog with business and technical teams.
• Develop and execute test cases, coordinate user acceptance testing, and ensure quality standards are met.
• Oversee deployment, change management, and release documentation.
• Deliver training, enablement, and ongoing support to drive user adoption and maximize business value.
• Facilitate workshops and interviews to elicit, document, and prioritize business requirements.
• Manage Salesforce users and licenses, profiles, permission sets, roles, sharing rules, and security settings.
• Configure objects, fields, record types, page layouts, Lightning App/Record Pages, Dynamic Forms, and related lists.
• Automate processes using Flows, Approvals, Email Alerts, and In-App Guidance, and deprecate legacy Workflow Rules/Process Builder.
• Create reports and dashboards and manage analytics folders and role-based data visibility.
• Manage data quality through validation rules, duplicate rules, picklist governance, and field-level help.
• Manage releases and changes through sandbox strategy, change sets, metadata versioning, and UAT coordination.
• Support Service Cloud/Agentforce capabilities including case management, omni-channel routing, knowledge base, SLAs, macros, and agent assist features.
• Manage Experience Cloud community setup, page access, and content governance.
• Support CPQ product catalogs, pricing rules, quote templates, renewals, and amendments.
• Collaborate on integrations such as MuleSoft/Boomi, Connected Apps, and data migration.
• Support Sales Cloud lead management, opportunity stages, forecasting, territories, and sales cadences.
• Define and execute test cases, support UAT, deliver training, and provide Tier-2/3 troubleshooting.
• Enforce security, audit trails, and data retention policies and partner with InfoSec/Compliance for regulatory requirements.
• Analyze usage, propose process and UX improvements, and measure outcomes through KPIs and adoption metrics.

What you'll need

• Bachelor’s degree in Business, Information Systems, Computer Science, or equivalent experience.
• 5+ years as a Salesforce Business Analyst.
• At least 3 years of hands-on Salesforce Administration in multi-cloud environments.
• Proven experience with Salesforce CRM, CPQ, and Agentforce.
• Salesforce Business Analyst, CPQ Specialist, Platform App Builder, and Service/Sales Cloud Consultant certifications.
• Salesforce Administrator (ADM-201) certification.
• Expertise in Salesforce Administration, including profiles, permission sets, Flows, validation rules, sharing/security, and release/change management.
• Deep knowledge of Sales Cloud, Service Cloud/Agentforce, Experience Cloud, and CPQ.
• Proficiency with process mapping tools such as Lucidchart, Microsoft Visio, and Miro.
• Experience with project management tools such as Jira, Confluence, Monday, and Asana.
• Advanced Salesforce reporting and dashboard skills.
• Strong Excel and BI tool familiarity.
• Exceptional communication, stakeholder management, and facilitation skills.
• Ability to be highly organized, detail-oriented, and manage multiple priorities in a fast-paced environment.

Nice to have

• Advanced Administrator (ADM-211) certification.

Details

• Location: Hyderabad, Telangana, India.
• Work environment: 100% in office.
• Travel requirements: Minimal.
• Work in a clean, pleasant, and comfortable office work setting.